First Republic Bank Announces Management Changes
First Republic Bank announced Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan were each named Managing Director and Wealth Manager and Jessica Huang was named Vice President and Wealth Manager.
Jeremy has more than 13 years of wealth management experience providing customized solutions for Silicon Valley technology entrepreneurs and executives, with a focus in cash-flow modeling and retirement planning. Before joining First Republic, he was a Private Wealth Financial Advisor and Managing Director – Investments at Wells Fargo Advisors.
Marci has more than 20 years of wealth management experience providing customized solutions for corporate executives, entrepreneurs, and investors transitioning their businesses through mergers and acquisitions. Before joining First Republic, Marci was a Managing Director and Private Wealth Advisor at Wells Fargo Private Bank. Prior to that, she was Head of the Integrated Strategies Group at Deutsche Bank National Trust Company.
Jim has nearly ten years of wealth management experience providing customized solutions for executives and entrepreneurs. Before joining First Republic, he was a Senior Financial Advisor and Senior Vice President – Investments at Wells Fargo Advisors.
Todd has more than 20 years of wealth management experience providing customized solutions for business owners, private equity executives, tech entrepreneurs and executives, and professional athletes. Before joining First Republic, Duncan was a Lead Private Wealth Portfolio Manager at Wells Fargo Private Bank. Prior to that, he was a Portfolio Manager at Enterprise Trust and Investment Company.
Jessica Huang has more than 11 years of wealth management experience providing customized solutions for high-net-worth individuals, Silicon Valley entrepreneurs, and executives. Before joining First Republic, she was a Vice President and Investment Officer at Wells Fargo Advisors.
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